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SWIM · NASDAQ · Construction Materials

Latham Group

Supplies fiberglass and vinyl-liner pools, covers, and liners for residential backyard projects.

$7.08

After-hours close−0.00 (−0.07%)

At close$7.09(+1.50%)

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Profile

Latham Group, Inc.SWIMMaterials

Supplies in-ground residential pool systems across fiberglass pools, vinyl-liner packages, safety covers, and replacement liners. Operates as one reportable segment, with North America as the core market and Australia/New Zealand extending the fiberglass footprint.

Builds the business around fiberglass pools, package and vinyl-liner pools, automatic and all-season safety covers, and replacement liners, with spillover spas as an adjacent offering. Brands in the current lineup include Coverstar, CoverLogix, GLI Pool Products, Radiant Pools, Trilogy Pools, Viking, and Fort Wayne Pools.

Serves in-ground residential pool demand mainly in North America while also operating in Australia and New Zealand. The product mix spans the initial backyard installation and the follow-on liner and cover replacement cycle, giving the portfolio exposure to both new builds and later maintenance needs.

Execution depends on residential pool starts, homeowner spending, and continued uptake of fiberglass pools, which make up most of the in-ground pool business. Recent acquisitions have also shaped category breadth and the Australia/New Zealand footprint.

Company facts

CEOSean Gadd

ListedApr 23, 2021

ExchangeNASDAQ

HeadquartersLatham, NY

CountryUnited States

Employees1,800

CIK0001833197

ISINUS51819L1070

Key statistics

Market cap$831.3M

EPS (ttm)$0.0466

P/E (ttm)151.93

ROE1.3%

P/B2.02

P/S1.44

Dividend yield—

Beta1.48vs XLB 0.93

Year to date +11.9% · Average volume (30d) 835.5K

Analysts

Price target, next 12 months$9.50+34.2%Median of 8 analysts · vs the Aug 28 close

ConsensusBuy4 of 8 analysts rate it buy or better

Ratings

Strong buyBuyHoldSellStrong sell

Target range

Last close $7.08

High$9.50+34.2%

Median$9.50+34.2%

Low$9.50+34.2%

12 months agoNowIn 12 months

Latest analyst notes

Date	Firm	Action	Rating	Prior target	Target
Mar 4, 2026	Stifel Nicolaus	Target		$8.75	$9.50
Jan 15, 2026	Barclays	Reiterate	Equal Weight	$8	$7
Nov 5, 2025	Stifel Nicolaus	Target		$7	$8.75
Nov 5, 2025	Barclays	Reiterate	Equal Weight	$6	$8

Earnings

EPS

Estimate$0.16

ReportedDue Nov 3, 2026

Revenue

Estimate$181.4M

ReportedDue Nov 3, 2026

History

Report date	EPS est	EPS	Surprise	Revenue est	Revenue	Surprise	Next session
Aug 4, 2026Q2 FY26	$0.16	$0.12	−25.4%	$188.4M	$197.5M	+4.8%	+28.07%
May 5, 2026Q1 FY26	−$0.05	−$0.06	−20.0%	$118.4M	$117.3M	−0.9%	−0.85%
Mar 3, 2026Q4 FY25	−$0.09	−$0.03	+66.7%	$95.8M	$100.0M	+4.3%	+11.80%
Nov 4, 2025Q3 FY25	$0.10	$0.08	−20.0%	$95.9M	$161.9M	+68.9%	−3.47%

View details

Financial highlights

	Q1 FY25	Q2 FY25	Q3 FY25	Q4 FY25	Q1 FY26	Q2 FY26
Revenue	$111.4M	$172.6M	$161.9M	$100.0M	$117.3M	$197.5M
Gross profit	$32.9M	$64.0M	$57.3M	$27.9M	$37.2M	$70.1M
Operating income	−$4.9M	$24.7M	$21.5M	−$10.7M	−$6.6M	$25.1M
Net income	−$6.0M	$16.0M	$8.1M	−$7.0M	−$8.5M	$12.8M
Diluted EPS	−$0.05	$0.13	$0.07	−$0.06	−$0.07	$0.11
Gross margin	29.5%	37.1%	35.4%	28.0%	31.7%	35.5%
Operating margin	-4.4%	14.3%	13.3%	-10.7%	-5.6%	12.7%

Fiscal years (4-quarter sums)FY21 $630.5M · FY22 $695.7M · FY23 $566.5M · FY24 $508.5M · FY25 $545.9M

Revenue by product · Q2 FY26

In-Ground Swimming Pools$96.3M · 49%

Liners$60.2M · 30%

Covers$41.0M · 21%

Revenue by geography · FY25

United States$462.1M · 85%

Canada$50.1M · 9%

Australia$21.8M · 4%

NEW Zealand$6.3M · 1%

Other Geographic Areas$5.7M · 1%

Balance sheet, Jun 27, 2026Cash & short-term investments $43.5M · Total debt $311.0M · Total assets $860.4M · Shareholders' equity $411.4M

Dividends

No dividends on record.

Ownership

Institutions 93.55%109.83M sharesInsiders 4.21%4.94M sharesOther 2.24%2.64M shares

Shares outstanding 117.41M · Float 56.02M · 47.7% free float

Top shareholders13F · 13D/G · Form 4

Holder	Shares	% outstanding	Form	Filed
Pamplona Capital Management, LLC	51.85M	44.16%	13F	Aug 14, 2026
Wellington Management Group LLP	11.36M	9.68%	13F	Aug 14, 2026
Wynnchurch Capital Partners Iv, L.P. · 10 percent owner	11.05M	9.41%	Form 4	Mar 18, 2025
Ack Asset Management LLC	5.66M	4.82%	13F	Aug 13, 2026
Keybank National Association/OH	4.09M	3.49%	13F	Jul 28, 2026

Insider tradesForm 4

Date	Insider	Role	Shares	Avg price
May 20, 2026	Oliver C. Gloe	officer: CHIEF FINANCIAL OFFICER	+15,050	$4.90
May 19, 2026	James E. Cline	director	+50,000	$4.84